Finance & Contract Automation
Beanie is a powerful app for businesses to find valuable productivity gains in the administration and operations of digital sales and commerce.
Create quotes with line items, pre-package using quote templates. Send these quotes for approval as a secure webpage or PDF and take a digital signature on the quote to create the contract.
Use quotes, subscriptions or the contract builder in Beanie to create contracts. Create account based agreements for custom agreement types to accounts or create any contract using the agreement management function.
Automate the creation of invoices in Salesforce based on the quote/contract terms and report on invoice status. Send invoices as a secure webpage or PDF and take payments or sync with your finance platform.
Xero & Quickbooks
Using the built in API connectors, automate the sync of invoices with your finance system and then bring back payment records to recognise revenue and see accurate payments.
Connect your eWay or PayWay account and accept payments on invoices through merchant gateways. You can also automate subscriptions or collect on the invoice.
Create subscriptions for products and automate the administration. See subscription revenue and payment data inside Salesforce easily and simply.
Automate sign-ups and create webforms to create opportunities or add products and take payments on products from the webform.
Campaign Code Injection
Inject Pardot, Marketing Cloud or any code/tag on account sign up, quote views, quote approvals, webforms, contract and invoice pages to trigger automation journeys.
Create supplier orders and send to suppliers just like a quote and request a digital signature. You can automate them on product sales for just-in-time ordering and create order templates for product or account-based orders.
Create and manage credit notes to enable you to make adjustments on contracts or invoices when you need to. Create reports and dashboards in Salesforce to manage these visually and easily.
Automate primary contact and billing contact roles on opportunities for accurate campaign reporting. Set opportunity stage updates based on quote or contract interations.
Click to Configure
Detailed click to configure settings page is embeded in Salesforce to help accelerate the set up and provide easy management of objects and automations.
Get The Big Picture
Beanie is configured to automate the sale (quote, subscription or webform) to contract and to invoice. It helps you make sure the right product information is gathered, customer account information is used and ensuring the finance and operations teams supporting sales and marketing are able to focus insights, not the admin.
increase in sales productivity using quote automation.
increase in sales productivity using digital contracts.
decrease in cost from finance teams using digital invoices.